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Novartis

1,134 hedge funds and large institutions have $18.6B invested in Novartis in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 416 increasing their positions, 443 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,134
Holders Change
-41
Holders Change %
-3.49%
% of All Funds
19.97%
Holding in Top 10
4
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-71.43%
% of All Funds
0.07%
New
72
Increased
416
Reduced
443
Closed
101
Calls
$239M
Puts
$124M
Net Calls
+$116M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NEAM
926
New England Asset Management
Connecticut
$192K
BWP
927
Baldwin Wealth Partners
Massachusetts
$186K +$18.5K +217 +11%
CBT
928
CoreFirst Bank & Trust
Kansas
$183K
HWMA
929
Heritage Wealth Management (Arizona)
Arizona
$179K +$179K +2,091 New
CT
930
Clearstead Trust
Maine
$177K
FPB
931
First PREMIER Bank
South Dakota
$177K
PCG
932
Private Capital Group
Connecticut
$176K -$184K -2,153 -51%
IAIM
933
International Assets Investment Management
Florida
$175K
MC
934
Maverick Capital
Texas
$170K +$170K +1,987 New
PFGIA
935
Patriot Financial Group Insurance Agency
Massachusetts
$164K +$19.7K +231 +14%
NSIM
936
North Star Investment Management
Illinois
$163K +$1.2K +14 +0.7%
AWM
937
AllSquare Wealth Management
New York
$161K
OIA
938
Optimum Investment Advisors
Illinois
$159K -$51.3K -600 -24%
SBL
939
Sargent Bickham Lagudis
Colorado
$158K +$137K +1,607 +659%
WB
940
Webster Bank
Connecticut
$151K -$14.8K -174 -9%
JWA
941
JFS Wealth Advisors
Pennsylvania
$150K +$33K +385 +28%
HIA
942
Harbor Investment Advisory
Maryland
$148K -$26.8K -314 -15%
GLLW
943
Graves Light Lenhart Wealth
Virginia
$140K -$3.59K -42 -3%
BAM
944
Belpointe Asset Management
Nevada
$134K -$34.3K -403 -20%
EW
945
Evoke Wealth
California
$130K +$95.4K +1,116 +276%
DZ Bank
946
DZ Bank
Germany
$128K
BFC
947
Bedel Financial Consulting
Indiana
$128K +$46.4K +543 +57%
OCM
948
Orion Capital Management
California
$124K
SNT
949
Security National Trust
West Virginia
$124K
HWA
950
Heritage Wealth Advisors
Virginia
$124K -$12.1K -141 -9%